Robert M. Smith, CLU, ChFC, CLTC, RICP is a seasoned Financial Services Professional with extensive experience in providing a wide range of financial services and products. Currently employed at Sagient since October 2023, Robert previously served at Fraser Financial Group from March 1988 to October 2023. The expertise includes life, disability income, and long-term care insurance, long-term savings programs, and group benefits tailored for professionals, executives, and business owners. Robert is dedicated to assisting clients in protecting their families, businesses, and estates. Academically, Robert holds a BA in History from Stanford University and an MA in History from the University of California, Berkeley.
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